Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kfg Wealth Management, LLC
- $390 Million
- Q1 2025
A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 61,303 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61,303
Previous 78,443
21.85%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding USEP
# of Institutions
77Shares Held
3.73MCall Options Held
0Put Options Held
0-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH863KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc133KShares$00.0% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH110KShares$00.31% of portfolio